To configure employee onboarding form, admin needs to follow the steps given below:
- From the greytHR homepage,
- Go to the Settings icon and choose System Settings. Then, select Employee followed by Employee Onboarding. This will open the Employee Onboarding page.
- To add a form, click on the +Add Form button. This option helps you set up the forms you've created. From the Form dropdown menu, pick the form you need. This form will be included in the employee onboarding process.
- To make sure the employee reads and acknowledges the form during onboarding, check the box for Acknowledgement required.
- Note: Forms set up for acknowledgment will be shown on the Submit Forms page. Forms that are not mandatory for acknowledgment will appear on the Employee Onboarding Submitted Success page. If needed, you can provide instructions for employees in the text box Instructions for Employees.
- Click Next to proceed.
- This will take you to the Employee Information Settings tab, where you can adjust the fields that should be shown or made compulsory for employees.
- On this configuration page, you'll see a list of predefined fields with checkboxes next to each.
- In the Information and Attachments column, mark the checkboxes to make a field mandatory or clear them if not needed.
- Click Save.
